Should You Invest Self-Directed IRA Assets in a Crowdfunding Platform?
Diversification is one of the biggest keys to investing success for self-directed IRA owners. By spreading your IRA assets out among a wide range of different asset types, you can...
How the QCD Anti-Abuse Rule Could Affect Retirement and Charitable Giving Strategies
The SECURE Act became law on January 1, 2020 and made a number of changes to retirement plans that are beneficial to retirement savers and investors. One of these is the...
10 Tips for IRA Rollovers
Rolling over retirement savings from a former employer’s retirement plan to a self-directed IRA can have many benefits, including the freedom to invest in a broad range of alternative investments....
RMD Strategies
Beginning at age 72 (or 70½ if you turned 70½ on or before December 31, 20191) IRA owners are required to take annual withdrawals from their IRAs– whether they need...
Who Will Manage Your IRA If You Can’t?
“Hope for the best but prepare for the worst” is a motto many people live by. Having a plan for protection against unknown future possibilities can be comforting. Common measures...
Why Investing in Alternative Assets Makes Sense in a Self-Directed IRA
The bull market for stocks is now 10 years old, having bottomed out in early March of 2009 in the wake of the financial crisis. While the direction of the...
